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Branch Member Advocate (92771)

Company: Credit Union of Colorado
Location: Parker
Posted on: May 7, 2022

Job Description:

Job Details Job Location PARKER - Parker, CO Position Type Full Time Education Level High School Salary Range $20.68 - $24.81 Travel Percentage None Job Shift Full-time Job Category Banking General Purpose of the Position Primarily responsible for providing effective member service for Credit Union of Colorado members by utilizing excellent, in-depth knowledge of company products and services to find the best solutions for our members. A Member Advocate is compassionate, approachable, and dedicated to enriching the members experience with our organization. The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry, by maintaining a deep knowledge of financial products and services including deposit accounts, consumer loans, mortgage loans, and self-service products. They must advocate for our members in pursuit of a better outcome, always owning the member experience to create confidence in finding the best solutions. A Member Advocate must effectively carry out the essential duties of this position in a manner that consistently demonstrates Credit Union of Colorados Core Values and Services and Solutions expectations. ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the following). May perform other duties as requested or assigned.

  • Consistently build rapport, ask questions to uncover needs, recommend solutions, educate our members about our convenient service options, and demonstrate our here to help culture.
  • Open new member accounts, service existing accounts, offer solutions tailored to individual member needs, while safeguarding member information.
  • Maintain knowledge in all credit union programs, ensuring exemplary service and accuracy is delivered to all members.
  • Provide deposit, consumer and mortgage loan, and money management services to members.
  • Collaborate across all branches and support departments, to always facilitate the best and most appropriate solutions for our members.
  • Demonstrate flexibility in assuming a variety of roles and responsibilities including, but not limited to, teller operations, reception, consumer and mortgage loans.
  • Knowledgeable and effective with all delivery channels to include member-facing, telephone, email, video conferencing, etc.
  • Successfully complete onboarding plan and incorporate/display a member centric approach when serving members.
  • Assume responsibility for personal and professional development through training, collaboration, and teamwork.
  • Meet or exceed scorecard expectations in demonstrating exemplary member service, accuracy, and Member Centricity behaviors. Open and perform maintenance on accounts such as audits and product add-ons.
  • Complete branch reporting and balancing as needed.
  • Assist coworkers with learning.
  • Required to comply with NCUA requirements and register as a Mortgage Loan Originator and keep a current registration in compliance with the SAFE Act.
  • Obtain and maintain Series 30, Membership Officer, Notary, and Lending Authority as required (and as defined by CUofCOs Consumer Lending Department).
  • Adhere to all Federal and State laws and regulations applicable to the credit union, including but not limited to the Bank Secrecy Act and OFAC.
  • Other duties as assigned. This may include, but is not limited to, opening and closing the branch, assisting the branch with real estate and consumer loan closings, and representing the Credit Union at external events.
  • Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position. Requirements EDUCATION AND EXPERIENCE High school diploma or general education degree (GED) required and six months related experience working in a financial retail environment preferred. Two to three years of direct retail sales experience and cash handling preferred. Demonstrated analytical, accuracy, and problem-solving skills within a work environment. Ability to clearly and effectively communicate verbally and in writing. OTHER SKILLS AND ABILITIES Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Typing and data entry; 10-key calculator. Microsoft Word, Excel, and Outlook; Symitar and DocuSign systems a plus. PHYSICAL DEMANDS While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop and reach with hands and arms. The employee will occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Core Competencies MEMBER FOCUSED Creates trust by building relationships and actively discovers the right solutions for Members and peers; understands that the credit union exists as a result of Member trust and loyalty in the organization and employees; is passionate and dedicated to meeting the expectations and requirements of internal and external Members. COOPERATION AND TEAMWORK Relates well to all kinds of people; builds appropriate rapport; works harmoniously with others; uses and understands diplomacy and tact; encourages collaboration; seeks opinions; is candid with peers; values working relationships. Readily puts in extra effort to accomplish important tasks DECISION QUALITY Understands the members best interest is first; demonstrates decisions which are based on creating the best possible outcome for the member; makes decisions based on a mixture of analysis, wisdom, experience, and judgment; most recommendations and decisions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. PROBLEM SOLVING Uses rigorous logic and methods to solve difficult problems creating effective solutions; is resilient and will own the solution and the problem; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesnt stop at the first answers. ACTION ORIENTED Pushes self and others to achieve the best possible results for the Member, organization and employees; proactively seeks out opportunities; raises hand, rather than waits to be asked; not fearful of acting with a minimum of planning; understands that its OK to make a mistake (fail forward). ADAPTABLE Learns on the fly; is a relentless, versatile and an active learner; open to change; can learn new skills and knowledge; analyzes both successes and failures for opportunities to improve; understands that different situations and levels may call for different skills and approaches; works to deploy strengths; works on compensating for weaknesses and limits. INNOVATION A cultural mindset that supports new ideas, fosters experimentation and drives continuous improvement to deliver member value. Combines and brings forward ideas in unique ways to make connections between disparate ideas; willingness to explore different lines of thought and suggestions and try new ideas through experimentation, views situations from multiple perspectives; brainstorms multiple approaches/solutions to benefit members. We are an Equal Opportunity Employer, Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity/Religion/National Origin

Keywords: Credit Union of Colorado, Parker , Branch Member Advocate (92771), Other , Parker, Colorado

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